GORE FAM MEMORIAL FOUNDATION TR 3298-4: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GORE FAM MEMORIAL FOUNDATION TR 3298-4 (EIN 59-6497544)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349103779
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:42:45-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650842704 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sawyer & Latimer PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 East Oakland Park Blvd Suite 1 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596497544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gore Family Memorial Foundation Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORE | BusinessNameControlTxt |
| Phone | 9547818634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurence D Gore | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas R Sawyer II | PreparerPersonNm |
| PTIN | P01222616 | PTIN |
| Phone | 9544917233 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,981,431 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $665,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $646,826 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $646,826 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,946,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,456,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,946,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,612,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,593,556 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $646,829 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,305 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $140,965 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $140,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,725 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $68,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $68,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,365 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,265 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,265 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,247 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $269 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,723 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,723 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,672 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,672 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $541,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $389,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,096,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,096,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,637,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,485,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $975,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,485,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $646,829 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,639 | CashBOYAmt |
| Cash EOY | $20,250 | CashEOYAmt |
| Cash EOYFMV | $20,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $588,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $704,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $704,464 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $370 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $370 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,905,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,786,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,489,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOYFMV | $6,967,500 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $1,799,331 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,218 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $672 | LandBOYAmt |
| Land EOY | $403 | LandEOYAmt |
| Total Assets BOY | $22,536,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,512,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,981,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,536,888 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,512,088 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,536,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,512,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,536,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,512,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,536,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $975,200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,512,088 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,512,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill #4269 Short Term | P | 2025-01-01 | 2025-01-01 | $25,801,771 | $25,814,770 | -$12,999 | -$12,999 |
| Merrill #4269 Long Term | P | 2000-01-01 | 2025-01-01 | $7,509,370 | $5,695,265 | $1,814,105 | $1,814,105 |
| Capital Gain Dividends | $145,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,946,727 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,999 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,547 | SubtotalAmt |
| Tax Based On Investment Income | $34,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $83 | EsPenaltyAmt |
| Overpayment | $370 | OverpaymentAmt |
| Applied To ES Tax | $370 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane C Fiore | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547818634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway Ste 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Laurence D Gore | ||||||
| 1920 S Ocean Drive 604 | Fort Lauderdale | FL | 33316 | Chairman | 8.00 | $13,559 |
| Christine Gore | ||||||
| 7945 South Mountain Oak Drive | Cottonwood Heights | UT | 84121 | Secretary | 2.00 | $13,559 |
| Michael Palmer | ||||||
| 5984 Whippoorwill Circle | Westlake | FL | 33470 | Treasurer | 6.00 | $13,559 |
| Douglas Dunlap | ||||||
| 146 Helmswood Circle | Marietta | GA | 30064 | Trustee | 2.00 | $10,170 |
| Andrew Gore | ||||||
| 4946 Woodland Avenue | Western Springs | IL | 60558 | Trustee | 2.00 | $13,560 |
| Guy P Gore | ||||||
| 2401 NE 36th Street 105 | Lighthouse Point | FL | 33064 | Trustee | 2.00 | $13,559 |
| Mark Enos | ||||||
| 17450 Herring Road | Colorado Springs | CO | 80908 | Trustee | 2.00 | $13,559 |
| Thomas Gore | ||||||
| 30665 Fox Chase Drive | Salisbury | MD | 21804 | Vice Chair | 2.00 | $13,560 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Fiore | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trust Admin | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $102,809 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,831,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $584,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,415,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,415,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,034,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,251,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,251,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,547 | TotalTaxAmt |
| Distributable Before Adj | $1,217,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,217,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,217,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,485,593 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,485,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,217,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $352,286 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,485,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $352,286 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,133,307 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $83,884 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| History Fort Lauderdale | |||||||
| 219 SW 2nd Avenue | Fort Lauderdale | FL | 33301 | None | PC | Funding to support educational programs | $13,400 |
| Semper FI Fund-American Fund | |||||||
| 825 College Blvd Ste 102 PMB 609 | Oceanside | CA | 92057 | None | PC | General operating funds to support organization mission | $22,500 |
| Dolphin Research Center | |||||||
| 58901 Overseas Highway | Grassy Key | FL | 33050 | None | PC | Special Needs Pathway Program for the Disabled | $22,500 |
| Boys and Girls Club of Broward Coun | |||||||
| 877 NW 61st Street | Fort Lauderdale | FL | 33309 | None | PC | Support for the Youth Education Success (YES) Program | $50,000 |
| Jack and Jill Children's Center | |||||||
| 1315 W Broward Blvd | Fort Lauderdale | FL | 33312 | None | PC | Support for one 3-year-old class program | $50,000 |
| Lighthouse of Broward County | |||||||
| 5901 Del Lago Circle | Sunrise | FL | 33313 | None | PC | Support for the Bright Beginnings Early Intervention Program | $50,000 |
| Mary Carrico Catholic School | |||||||
| 9546 Highway 144 | Philpot | KY | 42366 | None | PC | STEM activities, Tuition Assistance and teaching materials | $40,000 |
| Rebuilding Together Broward County | |||||||
| 901 NE 13th Street | Fort Lauderdale | FL | 33304 | None | PC | Support for the Safe and Healthy Homes and Communities Program | $50,000 |
| Habitat for Humanity of Broward Inc | |||||||
| 888 NW 62nd Street 2nd Floor | Fort Lauderdale | FL | 33309 | None | PC | Key to Economic Prosperity Home Ownership Program | $50,000 |
| The Flite Center | |||||||
| 5201 NE 33rd Avenue | Fort Lauderdale | FL | 33309 | None | PC | Support for the You Matter Program | $50,000 |
| ARC Broward | |||||||
| 10250 NW 53rd Street | Sunrise | FL | 33351 | None | PC | Support for ARC in working with the disabled | $50,000 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Highway | Fort Lauderdale | FL | 33316 | None | PC | Support for working with children with special health care needs | $50,000 |
| Women in Distress of Broward County | |||||||
| PO Box 50187 | Lighthouse Point | FL | 33074 | None | PC | Support efforts to stop domestic violence | $50,000 |
| Healthy Mothers Healthy Babies Coal | |||||||
| 3810 Inverrary Blvd Ste 305 | Lauderhill | FL | 33319 | None | PC | To support the mission of strengthening families and improving birth outcomes | $53,600 |
| Place of Hope | |||||||
| 9078 Isaiah Lane | Palm Beach Gardens | FL | 33418 | None | PC | To support the mission of the organization | $33,500 |
| Short North Stage | |||||||
| 1187 North High Street | Columbus | OH | 43201 | None | PC | To support the mission of the organization | $22,500 |
| Broward Performing Arts Foundation | |||||||
| 201 SW 5th Avenue | Ford Lauderdale | FL | 33312 | None | PC | To support the mission of the organization | $33,500 |
| Hospice House of Williamsburg | |||||||
| 4445 Powhatan Parkway | Williamsburg | VA | 23188 | None | PC | To support the mission of the organization | $22,500 |
| Children's Aid Club | |||||||
| 3296 N Federal Highway 11503 | Fort Lauderdale | FL | 33339 | None | PC | To support the mission of the organization | $22,500 |
| Dream Centers of Colorado Springs | |||||||
| 11025 Voyager Parkway | Colorado Springs | CO | 80921 | None | PC | To support the mission of the organization | $50,250 |
| Camp Angels | |||||||
| 5083 Summer Beach Blvd | Fernandina Beach | FL | 32034 | None | PC | To support the mission of the organization | $22,500 |
| Christendom Educational Corp | |||||||
| 134 Christendom Drive | Front Royal | VA | 22630 | None | PC | To support the mission of the organization | $113,000 |
| Crittenton of North Carolina | |||||||
| 3350 Holabird Lane | Charlotte | NC | 28208 | None | PC | To support the mission of the organization | $22,500 |
| Cypress Cove Conservancy | |||||||
| PO Box 110308 | Naples | FL | 34108 | None | PC | To support the mission of the organization | $22,500 |
| Holy Cross Hospital | |||||||
| 1500 Forest Glen Road | Silver Spring | MD | 20910 | None | PC | To support the mission of the organization | $45,000 |
| Hope COS | |||||||
| 5440 N Union Blvd | Colorado Springs | CO | 80918 | None | PC | To support the mission of the organization | $16,750 |
| Why Y Inc | |||||||
| Ind Mall W 150 N 6th Street | Philadelphia | PA | 19106 | None | PC | To support the mission of the organization | $33,500 |
| Window to the World | |||||||
| 5400 N St Louis Avenue | Chicago | IL | 60625 | None | PC | To support the mission of the organization | $33,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,096,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,946,727 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $665,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,946,727 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,612,495 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other Accounting Fees | $6,365 | $0 | $0 | $6,365 |
| Tax Prep Fees | $4,900 | $4,900 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Think Pad Laptop | PropertyDesc |
| Acquired | 2023-05-26 | AcquiredDt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $728 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.1920 | Rt |
| Current Year Expense | $269 | CurrentYearExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Bank of America | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| EOYFMV | $1,799,331 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $4,621 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,218 | AccumulatedDepreciationAmt |
| Book Value | $403 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees Court Case | CategoryTxt |
| Legal Fees | $68,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $68,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Fees | $1 | $1 |
| Office Administration | $6,072 | $6,072 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT Services | $4,886 | $0 | $0 | $4,886 |
| Merrill Lynch Fees | $123,515 | $92,636 | $0 | $30,879 |
| Outside Services | $1,500 | $0 | $0 | $1,500 |
| Payroll Services | $2,629 | $2,629 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax | $43,158 | |
| Foreign Tax | $1,247 | $1,247 |
| Penalties | $83 |
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